Private Capital Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Private Capital Group’s Portfolio AEL Stock Details AEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$16K	Hold	430	–	–	0.01%	910
2022 Q1	$17K	Sell	430 -18	-4%	-$725	﹤0.01%	1097
2021 Q4	$17K	Buy	448 +8	+2%	+$279	﹤0.01%	1116
2021 Q3	$13K	Hold	440	–	–	﹤0.01%	1260
2021 Q2	$14K	Sell	440 -13	-3%	-$410	﹤0.01%	1240
2021 Q1	$14K	Sell	453 -156	-26%	-$4.64K	﹤0.01%	1203
2020 Q4	$17K	Sell	609 -153	-20%	-$4.22K	﹤0.01%	1248
2020 Q3	$17K	Sell	762 -132	-15%	-$3.15K	﹤0.01%	1158
2020 Q2	$22K	Buy	894 +199	+29%	+$4.15K	﹤0.01%	1070
2020 Q1	$13K	Buy	695 +512	+280%	+$13.1K	﹤0.01%	1197
2019 Q4	$5K	Sell	183 -245	-57%	-$6.64K	﹤0.01%	1524
2019 Q3	$10K	Sell	428 -17	-4%	-$411	﹤0.01%	1483
2019 Q2	$16K	Sell	445 -3	-0.7%	-$86	﹤0.01%	1192
2019 Q1	$12K	Buy	448 +15	+3%	+$455	﹤0.01%	1414
2018 Q4	$12K	Sell	433 -12	-3%	-$386	﹤0.01%	1323
2018 Q3	$15K	Hold	445	–	–	﹤0.01%	1286
2018 Q2	$16K	Buy	+445	New	+$14.4K	﹤0.01%	1221

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Capital Group's AEL Position: Q2 2022 in Review

Private Capital Group held its American Equity Investment Life Holding Company (AEL) position steady in Q2 2022 at 430 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #910.

Private Capital Group first reported a position in AEL in Q2 2018 and has held it in 17 quarters since. The position peaked at $22K in Q2 2020. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

Private Capital Group held 430 shares of American Equity Investment Life Holding Company worth $16K as of Q2 2022.
Private Capital Group left its American Equity Investment Life Holding Company share count unchanged in Q2 2022.
American Equity Investment Life Holding Company made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #910 holding.
Private Capital Group first reported a position in American Equity Investment Life Holding Company in Q2 2018 and has held it in 17 quarters since.
Private Capital Group's American Equity Investment Life Holding Company position peaked at $22K in Q2 2020.
239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.